See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,972 | $114,381-46.7% | $107,525-43.3% | $142,382-57.2% |
| Participation rate | 52.4% | 78.1%-25.8pp | 75.1%-22.7pp | 80.1%-27.7pp |
| Annual return | 14.89% | 242.71%-227.8pp | 181.32%-166.4pp | 217.08%-202.2pp |
| Employer contribution / active EE | $393 | $4,015-90.2% | $3,754-89.5% | $4,299-90.9% |
| Participant deferral / active EE | $1,573 | $5,564-71.7% | $5,116-69.3% | $6,507-75.8% |
| Admin fee / account holder | $6,224 | $9,860-36.9% | $8,919-30.2% | $12,624-50.7% |